Danny Vena

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  • The Geek Shall Inherit the Earth

    By Danny Vena - August 18, 2013 | Tickers: IMAX, SNE, TWX, FOX, DIS

    Let’s get right to it: comic book movies have become big business and can hand investors huge profits.

    Anyone watching movies over the last decade can’t help but notice the plethora of comic book fare pervading the box office. Historically, the occasional comic book movie was produced with little regard for the source material. However, as a generation of comic book aficionados came of age, a paradigm shift more »

  • The View No One Else Has

    By Danny Vena - August 14, 2013 | Tickers: AMZN, LNKD, NFLX

    Every investor has their own personal criteria that they apply in the search for successful investments. In fact, I suspect there are as many ways to choose an investment as there are investors. Once the required financial metrics have been established, the remaining criteria are a matter of experience and personal preference.

    In order to maximize my chances of being a successful investor, I like to consider any reasonable criteria more »

  • Phoenix From the Ashes or Burn Victim?

    By Danny Vena - January 16, 2013 | Tickers: AMZN, BBY, TGT, WMT

    Note: A precious version of this article made an inaccurate reference to Best Buy's founder. The mistake has been corrected.

    It seems that Best Buy (NYSE: BBY) investors finally have something to celebrate.  When Best Buy reported earnings on Friday, the stock price jumped over 16%.  So they must have had a really GREAT quarter, right?  Actually, it just stunk less.

    Dig a little deeper into the numbers and more »

  • Superior Experience Leads to Outsized Profits!

    By Danny Vena - January 8, 2013 | Tickers: AAPL, SAM, IMAX, SBUX

    We live in an all too fast-paced world: multi-tasking, fast food, burnout, 24-hour news cycle, higher per-capita GDP, instant gratification, commuting, cliff notes, and stress.  We want it fast, cheap, served up piping hot, and 10-minutes ago, I have a schedule, an appointment and a meeting!

    The irony is that companies that buck the norm - some of the more successful companies of our time - are capitalizing on slowing down and more »

  • How Short Attacks Rob Investors

    By Danny Vena - December 31, 2012 | Tickers: CRVL, EBIX, ISRG

    Investopedia indicates that short selling is a technique used when an investor is sure a stock is going to decline and wants to profit from the decline.  A short attack is more neferious.

    Any seasoned investor is likely familiar with a short attack: a report based on bits of truth, wrapped it in fear and innuendo, and bathed in unsubstantiated statements presented as facts. The attacker presents this dubious information more »

  • The Ecosystem Wars

    By Danny Vena - September 18, 2012 | Tickers: AAPL, GOOG, MSFT, NOK

    Once upon a time, the battle for product supremacy was fought in marketing.  Those that won the hearts and minds of consumers also won the battle for their hard earned dollars.  Companies fought their campaigns one product at a time, one commercial at a time, one sale at a time.  These battles were fought over your minty-fresh breath, silky-shiny hair, all-day protection, hugs the road, and cooks perfectly every time more »

  • World Domination One iPad at a Time!

    By Danny Vena - September 4, 2012 | Tickers: AAPL, BSX, GE, UAL, DIS

    Yea, Yea, Yea.  We have heard all the statistics:  94% of Fortune 500 companies reviewing or deploying iPad.  12 million sold in the most recent quarter and 67 million sold to date.  Blah Blah Blah.  This is all part of the Apple (NASDAQ: AAPL) marketing machine right?  Apple isn’t really changing anything, other than how we consume content.  This isn’t the real world.  This is the financial world more »

  • No Other Surgical Benefit? Seriously!?

    By Danny Vena - September 1, 2012 | Tickers: ISRG, MAKO | Editor's Choice

    Imagine you have been experiencing medical symptoms:  You have a lump in your throat, near the Adam’s apple; hoarseness when speaking; difficulty swallowing and breathing; pain in your throat.  Thinking it is probably just the flu, you go to your doctor for tests.  Then, the unimaginable – thyroid cancer!  You doctor tells you not to worry (yeah, right).  You have caught it early enough that surgery is an option and more »

  • The Ultimate Mobile Payment System?

    By Danny Vena - August 30, 2012 | Tickers: AAPL, EBAY, GOOG, SBUX, WMT

    The topic of the week seems to be mobile payment systems. 

    Starbucks (NASDAQ: SBUX) recently announced they would partner with Square to bring mobile payments to their stores.  They were so impressed with Square, they even invested $25 million in the company and Howard Schultz, Starbucks founder and CEO now has a seat on Square’s board. 

    Starbucks has perhaps the largest mobile payment app in North America, processing as more »

  • Why Netflix May Be Doomed

    By Danny Vena - August 28, 2012 | Tickers: AMZN, CMCSA, NFLX, OUTR, VZ

    The organ plays a slow dirge.  The sound of soft weeping hangs in the air.  Mothers hush their children in quieted tones.  A pyre crackles in the distance.  Silicon Valley is draped in black.  A mournful bell tolls.  The once beloved technological son is no more. 

    As an investor with a sizable holding in Netflix (NASDAQ: NFLX), the leading provider of internet movie streaming, should I be worried?  Many say more »

  • Will Amazon KO Mercadolibre?

    By Danny Vena - July 29, 2012 | Tickers: AMZN, BBY, EBAY, MELI, WMT | Editor's Choice

    When Amazon.com (NASDAQ: AMZN) was founded as an online bookstore in 1994, the world had no idea how this company would revolutionize retailing as we knew it and become the heavyweight champ of online retail.  Fast forward 18 years.  Look at their two largest competitors in the book market.  Borders, out for the count, filed for bankruptcy and liquidated in 2011.  While Barnes and Noble reaps the short-term benefit more »

  • Your Investment in China May be Worthless

    By Danny Vena - July 23, 2012 | Tickers: AAPL, BIDU, EDU, SINA, YHOO | Editor's Choice

    Imagine checking your portfolio one day and finding a sizable portion had become worthless.  Headlines of every financial website and publication proclaim “China Stocks Plummet.”  Investors everywhere scramble in an attempt to unload their now worthless holdings, but to no avail.  Billions are lost, retirements postponed, talking heads drone endlessly on about how this could have happened or how it could have been prevented.  Congress convenes special committees to draft more »

  • Can Fracking Be Done Safely?

    By Danny Vena - June 19, 2012 | Tickers: CAT, CLNE, CMI, PEP, WPRT

    Unless you have been living in a cave, you have probably heard a great deal about hydraulic fracturing or “fracking”.  This is the process of creating fractures in rocks and rock formations by injecting a mixture of water, chemicals and sand (known as slurry) into cracks to force them open. The larger fissures allow more oil and gas to flow out of the formation and into the well, where it more »

  • Can Green Mountain Lose the Albatross?

    By Danny Vena - June 19, 2012 | Tickers: GMCR, SWY, SBUX, KR, WMT | Editor's Choice

    Green Mountain Coffee Roasters (NASDAQ: GMCR) is known for their nearly ubiquitous Keurig coffee brewer, which brews single servings of coffee from their patented K-Cups.  Back in the glory days it seemed the stock and the company could do little wrong.  It is estimated that Green Mountain controls nearly 85% of the single serve market.  We’ve known for some time those K-Cups would be losing their patent protection in more »

  • 3D Printing is Changing the World

    By Danny Vena - June 14, 2012 | Tickers: DDD, SSYS

    Make no mistake.  This technology will change the world as we know it.  Very rarely does an investor have an opportunity to get in on the ground floor.  I know, I know.  Sounds like a snake-oil salesman.  However, this technology is becoming integrated into the very fabric of manufacturing.  The invasion has already begun.  It will also provide a vehicle for the next generation of entrepreneurs. 

    Don’t believe it more »

  • Robotic Arm: The "Wave" of the Future

    By Danny Vena - June 8, 2012 | Tickers: CTRX, ISRG, MAKO

    This is one in a series of ongoing posts detailing why I invest in various companies. I focus primarily on non-financial intangibles that point toward the possibility of multi-bagger potential.

    What they do: Mako Surgical (NASDAQ: MAKO) is revolutionizing both knee replacement and hip replacement surgery.  Mako has created a system that makes surgery less invasive and easier to recover from. Currently, they have no direct competition.  Makoplasty allows surgeons more »

  • Why Brand Matters

    By Danny Vena - June 1, 2012 | Tickers: AAPL, GOOG, MCD, NKE, WMT

    Quick – name the most popular and recognized brands you can think of.  Come up with a few.  I’ll wait.  OK, now are you invested in any them?  If not, you may be doing your portfolio and your returns a disservice. 

    For many, being an investor over the years has been like treading water.  If you invested in the S&P 500 between 2000 and 2010 your returns would have more »

  • The Silver Tsunami

    By Danny Vena - May 29, 2012 | Tickers: CHSI.DL, CTRX, ESRX, MHS.DL

    The United States is at the forefront of what has been popularly characterized as the Silver Tsunami, a term used to describe the retirement of The Baby Boomers, those born between 1946 and 1964.  This snippet from an article on the subject: 

    The start of the new year marks yet another milestone for America's Baby Boom generation, one they are not likely to welcome. The first of the baby more »

  • Huge Free Market Potential

    By Danny Vena - May 24, 2012 | Tickers: BIDU, EBAY, MELI

    This is one in a series of ongoing articles detailing why I invest in various companies. I focus primarily on non-financial intangibles that point toward the possibility of multi-bagger potential.

    What they do:

    Mercadolibre (NASDAQ: MELI), which means “free market” in Spanish, is often referred to as the eBay (NASDAQ: EBAY) of Latin America. The similarity between some of the services offered by each are striking: Each offers online auctions more »

  • A Year of Tentpole Fare

    By Danny Vena - May 24, 2012 | Tickers: IMAX, LGF, DIS

    At the end of 2011, headlines would have you believe we were seeing the death of movie-going as we know it.  A Google search of “movie attendance 2011” displays the following: 

    -                  Movie Attendance Way down in 2011

    -                  Movie Attendance Falls to 16-year low

    -                  2011 Box Office Numbers Down, but Don’t Blame the Movies 

    However, after a dismal 2011, people are heading back to the movies.  Even before this year more »

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